Advertisement

Marguerita M. Cheng, CFPÂ®

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She is often featured in national publications. Cheng is a CFPÂ® professional, a Chartered Retirement Planning Counselorâ„ , Retirement Income Certified Professional and a Certified Divorce Financial Analyst. She helps educate the public, policymakers and media about the benefits of competent, ethical financial planning. She serves as a subject matter expert for the CFP Board, contributing to the development of examination questions for the CFPÂ® Certification Examination. Cheng also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. She is a past FPA National Board Member and a frequent speaker on financial planning, Social Security, diversity, elder care and retirement.

Building WealthFebruary 2019

Are you a pig? If so, congratulations, you're honest and kind. However, you might also be lazy, impulsive and naive. All of us can improve ourselves and our financial pictures by keeping these pig-inspired tips in mind.

Building WealthNovember 2018

Chances are pretty good that you know a caregiver who could use a break. As National Family Caregivers Month winds down, here are some practical ways you can show your support to these very important people.

Building WealthNovember 2018

Impact investing is a way to do more good with your money. With the season of giving upon us, here is how that works and some specific examples of how you can make a difference as you share your blessings.

Building WealthSeptember 2018

When it comes to staying on top of work, schedules, files, calendars and travel, who couldn't use a little help? Here are 15 apps ready to boost your productivity, keep you organized and make your life easier.

SLIDE SHOWAugust 2018

Budgeting, saving and getting out of debt probably donâ€™t sound like a lot of fun, but app designers are trying to change that with an array of mobile apps to help people better manage their money. Some ...

Building WealthJune 2018

Early, late or right on time? Those are the three Social Security claiming options. Here are three different people who chose three different strategies, and why. Perhaps their decisions could help guide yours.